Dynamo Software

About Dynamo Software

Dynamo Software is a complete investment management platform that is highly configurable, cloud-based, automated, and versatile. It is designed to meet the front-to-back office needs of GPs, LPs, and service providers. Dynamo provides a comprehensive end-to-end platform that empowers users to optimize their alternative investment workflows. Dynamo has 20+ years of revolutionizing the alternative investments industry, collaborating with over 1,000 clients. With Dynamo’s first-class products and services, alternatives investors gain a Performance Edge so that they can efficiently scale their firms.

For asset managers, Dynamo offers advanced software for CRM, deal management, fundraising & marketing, research management, and integrated investor relations, GP users can even leverage the back-office systems for fund accounting and secure online reporting features, all within a single, full-stack, integrated platform. Ultimately, with Dynamo GPs gain enhanced transparency, more streamlined operations, and the ability to focus on increasing alpha by removing many manual, tedious tasks.

Asset Allocators also benefit from centralized investment research management with automated data and document collection, portfolio tracking and analysis, and visual portfolio reporting.

Key features include:
Portfolio Management: Dynamo enables users to track and manage their investment portfolios in real-time, providing insights into performance and risk metrics. It provides what-if modeling to simulate hypothetical NAV-weighted exposures and cash positions for current and prospective investments.

CRM: Dynamo provides a centralized, secure solution to monitor, manage acquisitions pipelines, raise funds, communicate and report to investors more efficiently.

Dynamo’s Investor Portal: Connect and collaborate with investors in a secure, integrated data room. Enable and monitor electronic consent for investors to access and download K-1s and other critical tax documents through the Tax Center.

Deal Flow Tracking: Users can monitor and analyze deal flow opportunities, track pipeline activity, and manage due diligence processes efficiently.

Investor Relations: Dynamo’s Investor Relations software enables users to streamline communication with investors, manage fundraising efforts, and generate comprehensive reports.

Advanced Analytics and Reporting: Robust analytics tools enable users to generate customizable reports, conduct performance analysis, and gain actionable insights. Easily interpret data trends, forecast future performance, and make data-driven decisions to enhance the portfolio's growth with dynamic dashboards and visualizations.

Compliance and Reporting: Dynamo offers tools to ensure regulatory compliance, automate reporting processes, and maintain accurate records.

Integration Capabilities: Dynamo software can integrate with various data sources and third-party applications, enhancing data accuracy and workflow efficiency.

AI: Dynamo is dedicated to safe and responsible integration of AI. The platform boasts a range of AI capabilities designed to enhance user confidence in automation, significantly streamlining manual data entry processes.

Mobile App: With Dynamo’s fully responsive mobile app, all the information and data are seamlessly and securely accessibly from anywhere.